Transfer prospect ownership

Transfer ownership of any prospect easily with Upscale!
Written by Upscale Team
Updated 2 years ago

If you want to change the ownership of a particular prospect, then you can use the update the prospect by following these simple steps -

  • Go to a Prospects section
  • Select all the prospect(s) from the list that you want to change the owner of
  • Click on the Update icon

  • Choose Owner option in the field to update
  • Select the name of the owner you want to transfer ownership to
  • Click on Update and confirm your action

Voila! Prospect's ownership has been transferred. You can also update the prospect's owner for an individual prospect by going to the prospect's profile view.

Quick Notes:

  1. Transfering prospect's ownership will not transfer the ownership of its task or the workflows in which it was assigned or the ownership of related accounts and opportunities.
  2. If you wish to transfer ownership of everything owned by a user to another user, then you can use the lock feature in Settings > Users.

Related Articles

  1. Edit prospect information
  2. Transfer account ownership
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